Hiring: Financial Paraplanner / Planning Associate Company: Stonehearth Capital Management Location: Danvers, MA Job Posted Time: 2026-09-03 14:35:26 Employment Type: Hybrid Target Skills & Keywords : Financial Planning, Wealth Management About the job Experience: •3+ years of experience in financial planning, wealth management, financial services, or a related client service role preferred •5 years with SCM Required Skills: •As a Financial Paraplanner / Planning Associate, you'll work closely with our financial advisors and client-service team to support the planning, implementation, and ongoing service work that helps keep our clients on track toward their goals. •This is a hands-on, client-facing role. You'll work on financial plans, help prepare for client meetings, coordinate implementation of recommendations, answer client calls and emails, and serve as an important day-to-day contact for the clients of the advisors you support. •This is not simply an administrative position. You'll gain direct exposure to comprehensive financial planning and work alongside experienced advisors while progressively taking on greater responsibility as your skills and knowledge develop. •For the right person, this role offers a meaningful career path within Stonehearth. That may include progression into more advanced financial-planning responsibilities and, for someone interested in becoming a financial advisor, the opportunity to eventually work directly with clients of their own. •Financial Planning & Advisor Support •Build, update, and maintain comprehensive financial plans using eMoney Advisor •Prepare for client meetings by gathering information, updating planning analyses, preparing materials, and identifying outstanding planning items •Assist advisors with retirement planning, cash-flow analysis, tax planning, estate planning, charitable strategies, insurance analysis, and other financial-planning needs Compensation: •$65,000 - $80,000 / year •Flexible work environment (work from home / hybrid options) •Health insurance: eligible after 3 months Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!